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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,187 | $97,550-54.7% | $120,344-63.3% | $87,485-49.5% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.7%+20.5pp | 68.9%+28.3pp |
| Annual return | 10.46% | 18.41%-7.9pp | 20.30%-9.8pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,536 | $2,291-32.9% | $3,020-49.1% | $2,596-40.8% |
| Participant deferral / active EE | $1,895 | $4,230-55.2% | $5,135-63.1% | $4,274-55.6% |
| Admin fee / account holder | $7,021 | $9,543-26.4% | $12,742-44.9% | $7,775-9.7% |